Rocket Lab (RKLB) Stock — Buy the Dip Before Liftoff?
Rocket Lab’s stock has skyrocketed over 300% in the past year, thanks to groundbreaking satellite technology and upcoming rocket launches. Analysts are buzzing, suggesting this could be just the beginning for this rising star in the space industry.
TSMC’s $100 Billion Investment In Advanced U.S. Chip Making
TSMC is injecting $100 billion into U.S. chip-making infrastructure, aiming to revolutionize the semiconductor landscape with new fabs and R&D facilities in Arizona. This monumental move is poised to attract tech giants and solidify America’s position in the global chip race.
Is This Huge Nvidia & Broadcom Customer a Buy In 2025?
Google’s gearing up to supercharge its cloud services with a colossal $75 billion investment in infrastructure for 2025, signaling lucrative times ahead for chipmakers like Nvidia and Broadcom. Even with a minor dip in growth pace, Google’s cloud remains a profit powerhouse, making Alphabet a stock worth watching.
Value Chip Stocks 2025 to Buy Now? Lam Research (LRCX)
Lam Research (LRCX) is gearing up for a powerhouse 2025, riding the wave of a booming semiconductor market with cutting-edge tech like molybdenum processing and AI-driven automation. If you’re looking for a chip stock that’s mixing innovation with solid growth, this is one you don’t want to ignore!
DeepSeek, the New AI Economy Is Totally Normal, and Risks For Chip Stocks Like Nvidia
The launch of DeepSeek’s models led to a “market meltdown” on January 27th, 2025, driven by uncertainty and heightened risk perception among investors. The article emphasizes the importance of measured, long-term investment strategies over knee-jerk reactions to market fluctuations.
Too Late to Buy Netflix Stock In 2025?
Netflix stock soared 80% in 2024. Will it continue in 2025? Here are the key metrics to watch.
Will AI Eat Software Stocks? Salesforce’s AI Bets For 2025
Over on Semi Insider, and later in the video here https://youtu.be/aEcd5uVYkww, we discussed with our members some changes we made to our enterprise SaaS stock portfolio for 2025. This includes a small change with our long-time holding in Salesforce (CRM). Here are those research notes in blog form. Let’s get you up to speed if […]
CyberArk-Plus-Venafi — Adding A New Cybersecurity Leader to the Basket In 2025?
The following is a thread we posted last week on Semiconductor Insider. And for reference, this is a follow up to the video we did on CyberArk (CYBR) a couple months ago, as well as one back in spring 2024, which you can find here: https://youtu.be/KZNef6PbrBo https://youtu.be/DAjstoo-SK4 CyberArk vs. Okta — what’s the difference, in […]
Who Really Wins In the Legal Battle Between Arm & Qualcomm? Maybe Not Who You Think
Cadence Design Systems (CDNS) earnings were good, as per usual. Nothing we felt like we needed to specifically address. But there were some management comments made regarding an expanded relationship between Cadence and processor technology licensor and IP leader Arm Holdings (ARM). It seemed pertinent given Arm and Qualcomm‘s (QCOM) tit-for-tat legal battle. The court […]
Impinj PI Stock – Up 200% In A Year
We wanted to do a one-year-later review on Impinj (PI), but October came and went, and we ran out of time. Here’s our original article from October 2023: https://www.fool.com/investing/2023/10/03/1-top-small-cap-chip-stock-that-could-be-poised/ Impinj is up some 200% since then! We didn’t buy (there was no room in our small-cap and small-bets basket), but maybe a few of you […]